For guidance on how to do the deployment and configuration setup, read the procedures below or watch the Annata Dealer Portal Demo - Deployment & Configuration Setup video.
The services package is available in LCS via the ‘Annata 365 Dealer Portal’ solution. You can get the required version details suitable for you by going to the version matrix using this link.
The Annata 365 services are consumed by registering the Dynamics 365 F&O client in the Azure Active Directory applications. To register, go to the Azure Portal, select Azure Active Directory, and find App registrations and add a new registration.
Click on ‘Certificates and secrets’ and add a new client secret.
After the registration is completed, note down the client secret generated and Application (client) ID from ‘Overview’. You will need it for the next steps.
Go to System Administration -> Setup -> Azure Active Directory applications. Configure a new app by using the client ID from the previous step and assign a user.
All the communications using the registered app will be done using this user. So, make sure it has proper privileges.
Note: The portal will be linked to the default legal entity of this user.
We need to deploy the function app in the Azure portal. Use the below link to deploy the Function App using ARM template. The resource group deployed will have three components
This creates a function app with a consumption plan. Use the client Id and Client Secret recorded from the steps above. The function name would be the service prefix + resourcegroupId. You can edit the template if you want to name the function name differently just by clicking Edit template. Once deployed, note down the ‘Resource group’ and the deployed function name from the resource group for the next step.
Important: It is best to use the location nearest to the Dynamics 365 F&O deployment.
Deploy the Dealer portal using the link below. The resource group must be different than the one used in the previous step for the services. This is because of the App plans. We cannot have two different App plans (windows and Linux) in the same resource group. The resource group deployed will have the below components:
There are two options to host the container images for app services.
Docker Hub Account
The customer/partner needs to create an account on the Docker hub and share the credentials with Annata. They also need to create a private repository in that account and share the repository name with Annata. Annata will then publish the latest version of Dealer portal to that account which will then be consumed by the app services.
Azure Container Registry (Recommended if they don’t already own a docker hub account)
The customer/partner needs to create a container registry in the Azure Portal and share the username and password with Annata. Annata will then publish the latest version of Dealer portal to that account which will then be consumed by the app services. You can get the username and password for container registries by enabling the admin user as in the below image.
Link: Deploy Annata Dealer Portal
Annata Services Resource Group: The resource group used to deploy the Function App.
Annata Services Function Name: The deployed function app name.
Website name: Your choice of name for the portal website. However, it will be appended with the resource group Id by default from the portal to make it unique. This can be changed from the deployment template.
Docker Account: Name of the docker account
Docker Password: Password for the docker account.
Repository: Name of the private repository in the docker account.
Version: Version of the dealer portal. By default, it will have the value for the latest version.
Jwt Issuer: The name of the tenant.
Jwt Secret Key: A 256-bit hex key. You can generate the key for example by using this link Secret Key. Select security level as 256-bit and set Hex to ‘Yes’.
Once deployed, your resource group will have the following objects. The web app prefixed with ‘portal’ is the Dealer portal. The web app prefixed with backend the Dealer portal WebAPI. You can turn on the ‘App service logs’ here to view the application logs.
First, you need to update the Annata 365 Services Model from LCS, Function App and App Services.
1. Go to LCS website, Click Asset Library.
2. On the Asset Library, click 'Solution Package’.
3. Click on 'Annata 365 Dealer Portal' and then click on the top 'Versions.'
4. Select the latest version and click 'Get Version’.
5. Go to 'Software deployable package’.
6. Select 'Annata 365 Services' and click on top 'Copy'.
7. Go to Cloud hosted environments and open the FO environment.
8. Click on 'Maintain' and then 'Apply Updates’.
9. Click on 'Annata 365 Services' and then Apply.
B. To update the Function App: